OWP
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ORG Wealth Partners’s Toll Brothers TOL Stock Holding History

ORG Wealth Partners’s Portfolio TOL Stock Details TOL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$363K Buy
3,080
+1,103
+56% +$130K 0.09% 137
2025
Q1 		$208K Sell
1,977
-195
-9% -$20.5K 0.06% 184
2024
Q4 		$274K Buy
2,172
+201
+10% +$25.3K 0.08% 103
2024
Q3 		$305K Buy
+1,971
New +$305K 0.1% 91